Wells Fargo & Company
WFC- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000072971
No open-market purchases or sales by Wells Fargo & Company insiders were filed in the last 90 days; 2,882 institutions reported holding it in 13F filings for Q2 2026, worth $193.1B in total; 5 superinvestors hold it, including Harris Associates (Oakmark) and Daily Journal.
Other share classesWFCNPWFC.PAWFC.PCWFC.PDWFC.PLWFC.PYWFC.PZ
13F holders, Q4 2024
Institutional positions in Wells Fargo & Company as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,564
- +360 vs. Q3 2024
- Shares held
- 2.53B
- +5.75M (+0.2%) vs. Q3 2024
- Total value
- $177.5B
- +$35.0B (+24.6%) vs. Q3 2024
- New holders
- 458
- 830 more added
- Sold out
- 98
- 940 more reduced
44 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WFC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,882 | $193.1B |
| Q1 2026 | 2,828 | $184.0B |
| Q4 2025 | 2,911 | $223.9B |
| Q3 2025 | 2,664 | $200.3B |
| Q2 2025 | 2,634 | $199.2B |
| Q1 2025 | 2,560 | $180.8B |
| Q4 2024 | 2,564 | $177.5B |
| Q3 2024 | 2,248 | $142.8B |
| Q2 2024 | 2,264 | $152.8B |
| Q1 2024 | 2,205 | $154.8B |
| Q4 2023 | 2,154 | $133.4B |
| Q3 2023 | 1,976 | $110.1B |
| Q2 2023 | 1,996 | $115.4B |
| Q1 2023 | 1,993 | $103.6B |
| Q4 2022 | 2,070 | $116.4B |
| Q3 2022 | 1,963 | $113.0B |
| Q2 2022 | 1,997 | $108.7B |
| Q1 2022 | 2,144 | $133.8B |
| Q4 2021 | 2,079 | $135.1B |
| Q3 2021 | 1,913 | $134.2B |
| Q2 2021 | 1,935 | $133.3B |
| Q1 2021 | 1,877 | $113.4B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Crews Bank & Trust | 2,437 | $171.2K | 0.03% | +2,437 | New |
| Ghe, LLC | 2,518 | $177.0K | 0.07% | 00.0% | Unchanged |
| CNB Bank | 2,551 | $179.2K | 0.08% | −10.0% | Reduced |
| Pathway Financial Advisers, LLC | 2,597 | $182.4K | 0.06% | 00.0% | Unchanged |
| 10Elms LLP | 2,601 | $182.7K | 0.19% | +2,601 | New |
| Missouri Trust & Investment Co | 2,605 | $183.0K | 0.06% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 2,602 | $183.0K | 0.06% | −745−22.3% | Reduced |
| Pinnacle Holdings, LLC | 2,610 | $183.3K | 0.07% | −599−18.7% | Reduced |
| New Millennium Group LLC | 2,630 | $184.7K | 0.11% | +13+0.5% | Added |
| Covestor Ltd | 2,642 | $186.0K | 0.12% | +1,316+99.2% | Added |
| Sierra Ocean, LLC | 2,682 | $188.4K | 0.15% | +2,682 | New |
| Rosenberg Matthew Hamilton | 2,694 | $189.2K | 0.05% | +121+4.7% | Added |
| Clear Investment Research, LLC | 2,734 | $192.0K | 0.25% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 2,744 | $192.7K | 0.05% | +915+50.0% | Added |
| Osterweis Capital Management Inc | 2,753 | $193.4K | 0.01% | −1,088−28.3% | Reduced |
| West Paces Advisors Inc. | 2,793 | $196.2K | 0.05% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 2,794 | $196.3K | 0.14% | +2,794 | New |
| Powell Investment Advisors, LLC | 2,817 | $197.9K | 0.09% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,831 | $198.8K | 0.02% | −78−2.7% | Reduced |
| Kapstone Financial Advisors LLC | 2,557 | $200.4K | 0.11% | +2,557 | New |
| Enterprise Financial Services Corp | 2,855 | $200.5K | 0.11% | +2,855 | New |
| Horst & Graben Wealth Management LLC | 2,855 | $200.6K | 0.04% | +2,855 | New |
| American Capital Advisory, LLC | 2,856 | $200.6K | 0.11% | +2+0.1% | Added |
| Nelson Capital Management, LLC | 2,868 | $201.4K | 0.03% | +2,868 | New |
| RW Investment Management LLC | 2,872 | $201.7K | 0.02% | +2,872 | New |
| McLean Asset Management Corp | 2,873 | $201.8K | 0.06% | +2,873 | New |
| KWMG, LLC | 2,889 | $202.9K | 0.02% | +2,889 | New |
| Strategic Planning Group, LLC | 2,891 | $203.1K | 0.04% | +2,891 | New |
| Scott Capital Advisors, LLC | 2,879 | $203.1K | 0.06% | +2,879 | New |
| Independent Wealth Network Inc. | 2,895 | $203.3K | 0.08% | +2,895 | New |
| Apriem Advisors | 2,896 | $203.4K | 0.02% | +2,896 | New |
| Grandfield & Dodd, LLC | 2,898 | $203.6K | 0.01% | +2,898 | New |
| Citizens Business Bank | – | $203.7K | 0.04% | – | New |
| Edgemoor Investment Advisors, Inc. | 2,904 | $204.0K | 0.02% | +2,904 | New |
| Headinvest, LLC | 2,905 | $204.0K | 0.04% | +2,905 | New |
| Hudson Valley Investment Advisors Inc | 2,915 | $204.8K | 0.02% | +2,915 | New |
| CRA Financial Services, LLC | 2,917 | $204.9K | 0.04% | +2,917 | New |
| Caitong International Asset Management Co., Ltd | 2,924 | $205.4K | 0.20% | +2,924 | New |
| Kolinsky Wealth Management, LLC | 2,926 | $205.5K | 0.13% | +2,926 | New |
| Old Mission Investment Co LLC | 2,931 | $205.9K | 0.06% | +2,931 | New |
| Bright Futures Wealth Management, LLC. | 2,627 | $205.9K | 0.18% | −616−19.0% | Reduced |
| Uptown Financial Advisors LLC | 2,940 | $206.5K | 0.22% | +2,940 | New |
| von Borstel & Associates, Inc. | 2,950 | $207.0K | 0.08% | +2,950 | New |
| Syverson Strege & Co | 2,948 | $207.1K | 0.07% | +2,948 | New |
| Asset Planning,Inc | 2,957 | $207.7K | 0.16% | +2,957 | New |
| Beaumont Financial Advisors, LLC | 2,958 | $207.8K | 0.02% | +2,958 | New |
| FLC Capital Advisors | 2,965 | $208.3K | 0.05% | +2,965 | New |
| BNC Wealth Management, LLC | 2,966 | $208.3K | 0.07% | −3,428−53.6% | Reduced |
| Victory Financial Group, LLC | 2,977 | $209.1K | 0.05% | +2,977 | New |
| SOA Wealth Advisors, LLC. | 2,978 | $209.2K | 0.04% | 00.0% | Unchanged |
| CPA Asset Management LLC | 2,980 | $209.3K | 0.10% | +2,980 | New |
| Vivaldi Capital Management, LLC | 2,687 | $209.4K | 0.03% | +2,687 | New |
| GDS Wealth Management | 2,982 | $209.5K | 0.02% | +2,982 | New |
| Sovereign Financial Group, Inc. | 2,991 | $210.1K | 0.05% | +2,991 | New |
| Wealth Dimensions Group, Ltd. | 2,995 | $210.4K | 0.05% | +2,995 | New |
| Strategic Wealth Partners, Ltd. | 2,672 | $210.7K | 0.02% | +2,672 | New |
| Torray LLC | 3,000 | $210.7K | 0.03% | +3,000 | New |
| Ames National Corp | 3,000 | $210.7K | 0.14% | +3,000 | New |
| Buckley Wealth Management, LLC | 3,000 | $210.7K | 0.06% | +3,000 | New |
| Houlihan Financial Resource Group, Ltd. | 3,009 | $211.0K | 0.09% | +3,009 | New |
| Hoxton Planning & Management, LLC | 3,015 | $211.8K | 0.08% | +3,015 | New |
| Convergence Financial, LLC | 3,024 | $212.4K | 0.04% | +3,024 | New |
| Avenue 1 Advisors, LLC | 3,030 | $212.8K | 0.08% | +3,030 | New |
| Davis Investment Partners, LLC | 3,043 | $212.9K | 0.09% | +3,043 | New |
| Northcape Wealth Management, LLC | 3,040 | $213.5K | 0.07% | +3,040 | New |
| TFR Capital, LLC. | 3,042 | $213.7K | 0.11% | +3,042 | New |
| LM Advisors LLC | 3,049 | $214.0K | 0.04% | +3,049 | New |
| TFB Advisors LLC | 3,048 | $214.1K | 0.06% | +3,048 | New |
| Leelyn Smith, LLC | 3,050 | $214.2K | 0.04% | +3,050 | New |
| Gagnon Securities LLC | 3,056 | $214.7K | 0.04% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 3,059 | $214.9K | 0.12% | +3,059 | New |
| Smith & Howard Wealth Management, LLC | 3,060 | $214.9K | 0.06% | +3,060 | New |
| Strategic Financial Services, Inc, | 3,061 | $215.0K | 0.01% | +3,061 | New |
| Merriman Wealth Management, LLC | 3,115 | $215.2K | 0.01% | +3,115 | New |
| RKL Wealth Management LLC | 3,072 | $215.8K | 0.02% | +3,072 | New |
| Sculati Wealth Management, LLC | 3,074 | $215.9K | 0.09% | +3,074 | New |
| Novem Group | 3,076 | $216.1K | 0.03% | +3,076 | New |
| Bell Investment Advisors, Inc | 3,077 | $216.1K | 0.04% | −51−1.6% | Reduced |
| Keb Asset Management, LLC | 3,083 | $216.6K | 0.06% | +3,083 | New |
| Northern Capital Management, Inc. | 3,084 | $216.6K | 0.13% | +3,084 | New |
| Woodstock Corp | 3,085 | $216.7K | 0.02% | −845−21.5% | Reduced |
| Grove Bank & Trust | 3,091 | $217.1K | 0.03% | −227−6.8% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 3,092 | $217.2K | 0.16% | +3,092 | New |
| Mill Creek Capital Advisors, LLC | 3,094 | $217.3K | 0.01% | +3,094 | New |
| West Financial Advisors, LLC | 3,101 | $217.8K | 0.04% | +209+7.2% | Added |
| American Trust | 3,103 | $218.0K | 0.02% | +3,103 | New |
| CM Wealth Advisors LLC | 3,110 | $218.4K | 0.07% | +3,110 | New |
| Asset Allocation Strategies LLC | 2,756 | $218.4K | 0.05% | +2,756 | New |
| Foster & Motley Inc | 3,121 | $219.0K | 0.01% | −1,991−38.9% | Reduced |
| Sonata Capital Group Inc | 3,115 | $219.0K | 0.09% | +3,115 | New |
| Morris Retirement Advisors, LLC | 3,121 | $219.2K | 0.12% | +3,121 | New |
| Fermata Advisors, LLC | 3,122 | $219.3K | 0.04% | −1,142−26.8% | Reduced |
| Hummer Financial Advisory Services Inc | 3,126 | $219.6K | 0.17% | +3,126 | New |
| Concentric Capital Strategies, LP | 3,135 | $220.2K | 0.01% | −12,394−79.8% | Reduced |
| Oak Harbor Wealth Partners, LLC | 3,138 | $220.4K | 0.06% | +3,138 | New |
| Northwest Bancshares, Inc. | 3,139 | $220.5K | 0.04% | +3,139 | New |
| Planned Solutions, Inc. | 3,140 | $220.6K | 0.09% | −4−0.1% | Reduced |
| Ironwood Financial, llc | 3,141 | $220.6K | 0.05% | +3,141 | New |
| Hickory Point Bank & Trust | 3,142 | $220.7K | 0.20% | +3,142 | New |
| IFG Advisory, LLC | 3,145 | $220.9K | 0.01% | +3,145 | New |